Heritage Wealth Management (Arizona)’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $73.1K | Buy |
3,256
+1,372
| +73% | +$30.8K | 0.01% | 454 |
|
|
2022
Q3 | $41K | Sell |
1,884
-1,406
| -43% | -$30.6K | 0.01% | 431 |
|
|
2022
Q2 | $79.3K | Sell |
3,290
-1,057
| -24% | -$25.5K | 0.03% | 359 |
|
|
2022
Q1 | $121K | Buy |
+4,347
| New | +$121K | 0.03% | 342 |
|
|
2021
Q3 | $363K | Sell |
11,572
-7,913
| -41% | -$248K | 0.13% | 124 |
|
|
2021
Q2 | $619K | Buy |
+19,485
| New | +$619K | 0.23% | 81 |
|